Narrative 9: GC—Meaningful conversations that benefit your customers

Narrative 9: GC—Meaningful conversations that benefit your customers

Behind the scenes of a successful ticketing system - BTS Series

Narrative 9: GC—Meaningful conversations that benefit your customers


Customers often seek immediate solutions, which is why self-service options are essential. Guided Conversations provides an interactive platform that offers real-time conversational experiences, enabling customers to find the help they need at their convenience quickly.

Guided Conversations 

With Guided Conversations, Zoho Desk aims to provide an intuitive and conversational self-service platform that better meets the needs of both businesses and customers. Guided Conversations lead users through their journey by asking relevant questions, providing the answers they seek, and directing the conversation in the right direction based on their responses.

Self-service systems aren’t just for customers; more organizations are providing their employees with tools to handle administrative tasks, onboard new hires, familiarize themselves with policies and software, and address customer complaints using these models.

These systems save time, are cost-effective, improve process efficiency, boost the productivity of service agents, reduce customer wait times, and provide personalized support that makes clients and employees feel valued.

Integration Blocks 

The Gen AI block in GC improves chatbot interactions by providing responses that are more natural and contextually relevant. This block offers greater flexibility and intelligence in managing user inquiries while seamlessly integrating into existing business processes.

Refined conversations with artificial intelligence 

Refined conversations with AI are transforming how organizations interact with technology, particularly in areas such as customer service, data management, and process automation. 

GC is vital to this change because it improves the capabilities of traditional AI systems. AI can support more natural and engaging conversations, which enhances interactions between users and AI systems. This fosters a deeper understanding of user needs and facilitates more effective problem-solving. 

It also enables customized responses tailored to user preferences and past interactions. This personalization improves user experience and satisfaction by making conversations feel more relevant and tailored. It can automate responses to common questions, letting human agents concentrate on more complex issues. This enhances efficiency and reduces response times, ultimately improving overall service quality.

Conversation flows that suit your style 

Imagine you’re building a digital assistant or interactive platform—not just any platform, but one that truly captivates customers. You don’t have to start from scratch; instead, you tap into a library of pre-built components, letting you shape engaging, one-of-a-kind experiences with just a few clicks.

As users interact, your system listens and learns, offering them personalized recommendations tailored to their preferences, needs, and every little piece of information they share. Behind the scenes, you’re masterfully saving their responses, whether it’s just for the session, locally for next time, or even globally across devices—thanks to seamless variable management.

Your creation isn’t limited to just one world; it lives and breathes across websites, mobile apps, and messaging services, meeting your audience wherever they are. Want to reach even more customers/businesses? You can craft workflows in multiple languages, warmly welcoming users from around the globe.

Best of all, you hit the ground running with ready-made templates designed for nearly any business challenge. Each piece falls into place quickly, empowering you to build solutions that aren’t just functional, but unforgettable.

Conversations that are automated yet personal 

Customers can easily find solutions to their questions and issues through an intuitive question-and-answer flow. GC expertly guides users step by step, empowering them to locate answers or complete tasks without needing assistance from a support agent. By automating responses to repetitive and frequently asked queries, GC enhances efficiency and enriches the customer experience. 

With round-the-clock support available 24/7, customers can rest assured that help is always just a few clicks away. Additionally, by leveraging user data and interactions, GC provides tailored solutions that cater to individual needs, ensuring that each customer feels valued and supported.

Manage heavy incoming traffic 

Guided conversations are structured, interactive dialogues that help direct customers through a series of predefined steps to resolve issues more efficiently and effectively. This approach enables support teams to provide personalized assistance while ensuring that customers receive accurate and relevant information based on their specific needs.

Takeaway 

Guided conversations in Zoho Desk significantly enhance the ability to manage heavy incoming traffic by providing a structured, efficient, and consistent approach to customer support. By implementing this feature, organizations can not only improve the customer experience but also empower their support teams to operate at their best, even during challenging times.


Please stay tuned for more in the Desk behind-the-scenes series.


Regards,


Kavya Rao

The Zoho Desk Team

Idea

Also, read:

Behind the scenes of a successful ticketing system (BTS Series)


Further reading:

The Wheels of Ticketing Series



        • Recent Topics

        • Need Faster Help? Try Live Chat Support

          Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we
        • Can't deactivate Spell Check

          Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus
        • Zoho Toolkit Email Signature Generator

          I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?
        • Company Policy Upload - Request All EE to review and sign

          How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that
        • Zoho Sign Global Settings vs. Template and Document

          Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return
        • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

          Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant
        • Can't login to Zoho mail

          I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
        • Zoho IP blocked by SpamCop

          Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI
        • Differences between Zoho Books and Zoho Billing

          Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
        • Custom validation in CRM schema

          Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
        • No Ability to Rename Record Template PDFs in SendMail Task

          As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
        • Server error when trying to Data > Sort > Custom Sort

          Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."
        • To Assign a genrated pdf to a file upload field using delug

          content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];
        • TArgets To Accounts (Modules)

          How can i set sale target to Customers (Accounts Module)
        • Breaking barriers with multilingual WhatsApp templates in IM

          Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • How to share private Opportunities with whole org at an account level

          Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the
        • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

          Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
        • Problema Verificacion con proveedor NIC.AR

          No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?
        • How to remove some users in zoho accounts

          How to remove some users in Zoho accounts.
        • Unified Inbox for all, including fetched mails

          I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
        • Users Not Automatically Being Added To WorkDrive Team

          I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
        • Synchronization between Gmail and Zoho Mail

          Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
        • IMAP login problem

          I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
        • Changes to subform in Zoho CRM Portal Timeline History Unavailable

          Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
        • This mobile number has been marked spam. Please contact support.

          Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
        • Function #11: Apply unused credits automatically to invoices

          Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
        • Duplicating report but custom layout does not

          Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
        • Credit Card Readers?

          We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
        • Stock count by bin location

          Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
        • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

          Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
        • Zoho Learn Course Completion Notifications/Triggers/API

          Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
        • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

          Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
        • Phone Connection

          When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
        • Can't add a sender adress from zoho campaigns

          hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • Next Page